See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,079 | $86,929-63.1% | $102,423-68.7% | $80,856-60.3% |
| Participation rate | 41.4% | 72.4%-31.0pp | 76.5%-35.1pp | 67.6%-26.3pp |
| Annual return | 12.07% | 18.88%-6.8pp | 29.32%-17.3pp | 35.59%-23.5pp |
| Employer contribution / active EE | $177 | $2,369-92.5% | $3,023-94.2% | $2,755-93.6% |
| Participant deferral / active EE | $1,868 | $4,118-54.7% | $5,053-63.0% | $4,296-56.5% |
| Admin fee / account holder | $5,139 | $8,049-36.2% | $9,451-45.6% | $6,918-25.7% |